See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,207 | $157,256-40.7% | $141,162-34.0% | $152,861-39.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 23.83% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,713 | $5,261-48.4% | $4,735-42.7% | $4,762-43.0% |
| Participant deferral / active EE | $8,210 | $7,109+15.5% | $6,709+22.4% | $5,850+40.3% |
| Admin fee / account holder | $760 | $12,120-93.7% | $10,261-92.6% | $11,596-93.4% |